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    Client Services and Sales Solution - Dallas, United States - Goldman Sachs

    Goldman Sachs
    Goldman Sachs Dallas, United States

    1 week ago

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    Description

    MORE ABOUT THIS JOB
    Please note division and function examples are representative of opportunities common for this skill-set. The list is not exhaustive, and availability of open roles is determined based on business need. Specific roles will be confirmed through the interview process.


    RESPONSIBILITIES


    From executing trades to answering client questions on accounts, portfolios and records, we believe in delivering world-class services to our thousands of clients and customers.

    Our client/customer services and sales solutions teams across the firm embody a can-do attitude with a special talent for trouble-shooting and problem solving.


    DIVISIONS AND JOB FUNCTIONS


    Operations partners with all areas of Goldman Sachs to deliver our institutional, consumer and asset management businesses and to provide a seamless experience for our clients.

    For every trade agreed, every new product launched or market entered, every transaction completed, it is Operations that enables business to flow.

    We manage and process our clients' business, including onboarding, post-trade processing and regulatory compliance.

    Our teams work closely across the firm to develop and deliver new products and services, while mitigating operational risk and enhancing the client experience.

    We drive process and technology change to scale and automate our businesses.


    • Asset Management Operations provides customized service to our clients and enable our business to grow the Asset Management franchise across traditional and alternative products. Our teams execute within a front to back operating model, delivering support across the client, product, and investment lifecycle. We also conduct risk oversight, provide change management, business intelligence, and market solutions for the division.
    • Wealth Management Operations conducts service, delivery, and processing functions for the Ultra-High Net Worth, High Net Worth, and Mass Affluent businesses. And we provide front-to-back operational support across the trade and client lifecycle.
    • FICC and Equities Operations provides client onboarding support, post-trade transaction services, and post-trade portfolio services for FICC and Equities. Client Experience Operations manages key client relationships to enhance the client experience front to back. We support the FICC and Equities businesses to develop and deliver new products, services, and markets.
    • Investment Banking Operations provides full lifecycle deal support across the Financing, Lending, and Advisory businesses. The Investment Banking Operations team is comprised of subject matter experts in onboarding, deal origination, structuring, execution, and servicing in addition to adherence to market and regulatory policies and standards. The Information Services Group manages and sources market data and research to facilitate deal solicitation, client service, and ongoing market analysis.
    • Corporate Treasury Operations provides payment processing, liquidity, cash management, and bank relationship management services for our institutional, retail, and corporate clients as well as firmwide flows


    Private Wealth Management (PWM) secures, develops and manages relationships with high net worth individuals, their families, family offices and foundations.

    PWM assists clients with building and preserving their financial wealth by creating and implementing long-term asset allocation within the context of each client's particular risk tolerance, and by providing access to innovative investment ideas and opportunities.

    PWM professionals develop customized investment strategies and offer a full array of wealth management products and services, including private banking and trust company services.


    • A Wealth Management Professional provides client service management support to our clients and operational support to sales teams in the implementation of new client accounts, trade execution, liquidity management, and ongoing maintenance of existing clients.

    How you will fulfill your potential:

    • Leverage your operational background and experience to contribute to a growing business
    • Work closely with Private Wealth Advisors to support their PWM clients
    • Identify opportunities for and coordinate wealth advisory services within client base
    • Manage advisory business implementation and re-balancing
    • Manage cash balances and private banking services in accounts
    • Serve as a key liaison to other areas supporting the PWM Business
    • Plan and manage new account on boarding process
    • Provide overview of client reporting and web capabilities to potential new clients
    • Execute, process and reconcile trading and other investment related transactions

    BASIC QUALIFICATIONS

    • Bachelor's degree
    • 3- 10 years of prior work experience in a relevant field.
    • Proficient to advanced skills with MS Office (Excel, PowerPoint, Word, Outlook)
    • Highly organized with exceptional attention to detail and follow-through
    • Strong ability to manage multiple projects with competing deadlines
    • Team player with positive attitude and strong work ethic
    • Strong communication skills (written and verbal)
    • Ability to work in a fast-paced environment
    • Strong interest in client service
    • Commercially savvy with ability to exercise discretion with respect to highly confidential/sensitive information
    • Series 7 and 63 may be required (must be obtained within three months of employment)

    ABOUT GOLDMAN SACHS


    At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow.

    Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

    We believe who you are makes you better at what you do.

    We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

    Learn more about our culture, benefits, and people at

    We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process


    Learn more:
    The Goldman Sachs Group, Inc., 2023. All rights reserved.

    Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
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